Private Wealth Tax Manager — Advisor & Growth

Baker Tilly Advisory Group, LP; Carson City (NV); On-site; USD 90,000 - 134,000; Full time

Job summary

Baker Tilly Advisory Group, LP is seeking a Tax Manager to join the Private Wealth/High Net Worth team in NorCal. You will deliver tax compliance and advisory services to high-net-worth clients, with close collaboration to firm leadership to grow the business and mentor staff.

In this role you will handle complex individual, trust, estate, and gift tax matters, guide engagement teams, and develop client relationships while maintaining the firm's standards for excellence and integrity.

Qualifications

• Experience in federal and state tax compliance and advisory services.
• Ability to manage multiple engagements and deliver proactive tax planning.

Responsibilities

• Assist in compliance and consulting for high-net-worth individuals and family offices.
• Prepare complex tax returns (individuals, trusts, estates, partnerships, S-corps).
• Provide proactive tax planning and strategic consulting to clients.
• Lead and mentor engagement staff to support client service and growth.

Skills

Tax compliance

Tax planning

Client relations

Mentoring staff

Microsoft Office

Education

CPA, Law License, or EA

Tools

Microsoft Office

Job description

Baker Tilly Advisory Group, LP is seeking a Tax Manager to join the Private Wealth/High Net Worth team in NorCal. You will deliver tax compliance and advisory services to high-net-worth clients, with close collaboration to firm leadership to grow the business and mentor staff.

In this role you will handle complex individual, trust, estate, and gift tax matters, guide engagement teams, and develop client relationships while maintaining the firm's standards for excellence and integrity.